From maximizing your retirement accounts to donating to your favorite charity, here are four essential year-end tax planning ...

This is particularly effective for assets expected to appreciate, such as shares in a family business or investment real ...

Discover how to optimize your tax situation with Jeffrey Levine's insights on income management, deduction timing and ...

High net worth individuals often need financial advisors because as their wealth grows, managing all of that can be very ...

An extension is a tax cut across the board … for businesses, individuals — from the ultra-high-net-worth to an average ...

With Donald Trump’s second term coming, what will the new tax-planning suggestions be for the end of 2024 ... Taxpayers might also hope for lower individual tax rates, increased estate tax exemptions ...

Buckingham Wealth Partners' chief planning officer breaks down opportunities advisors can take advantage of now.

By understanding the potential tax advantages of using an HSA, individuals can better prepare for health care costs in both ...